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Gupta Wealth Management’s UFP Technologies UFPT Stock Holding History

Gupta Wealth Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$296K Hold
13,281
– – 0.07% 194
2015
Q4 		$316K Hold
13,281
– – 0.08% 186
2015
Q3 		$303K Buy
13,281
+825
+7% +$17.5K 0.07% 181
2015
Q2 		$261K Buy
+12,456
New +$257K 0.06% 217

Other funds holding UFPT

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $679M AUM 25.18% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gupta Wealth Management's UFPT Position: Q1 2016 in Review

Gupta Wealth Management held its UFP Technologies (UFPT) position steady in Q1 2016 at 13,281 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #194.

Gupta Wealth Management first reported a position in UFPT in Q2 2015 and has held it in 4 quarters since. The position peaked at $316K in Q4 2015. 57 funds tracked by Wall St. Rank hold UFPT as of Q1 2016.

  • Gupta Wealth Management held 13,281 shares of UFP Technologies worth $296K as of Q1 2016.
  • Gupta Wealth Management left its UFP Technologies share count unchanged in Q1 2016.
  • UFP Technologies made up 0.07% of Gupta Wealth Management's portfolio in Q1 2016, its #194 holding.
  • Gupta Wealth Management first reported a position in UFP Technologies in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's UFP Technologies position peaked at $316K in Q4 2015.
  • 57 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.